Security key
143905107
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 13,519,836
- Total 13F value
- $475,797,133
- Share change
- +399,574
- Put/Call ratio
- 297%
- SEC-reported price per share
- $35.19
- Number of holders
- 131
- Value change
- +$15,483,841
- Number of buys
- 50
- Number of sells
- 63
- Shares outstanding
- 15,492,958
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2021
Institutions
131
Top holders
10
CSV full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2021
Previous quarter: Q4 2020
CARRIAGE SERVICES INC SEC filings
CARRIAGE SERVICES INC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 143905107
Recent filing periods:
Ownership snapshot
Top reported holders of CSV - CARRIAGE SERVICES INC - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
DIMENSIONAL FUND ADVISORS LP
Disclosed value leader
DIMENSIONAL FUND ADVISORS LP
Comparable rows
15/15
Latest evidence
31 Dec 2020
13F
Lead comparable stake: 9.3%
Showing 1-6 of 15 holder rows.
Quick read
DIMENSIONAL FUND ADVISORS LP leads the comparable SEC ownership view at 9.3%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens DIMENSIONAL FUND ADVISORS LP's linked filing trail.
Comparable ownership
Top 5
DIMENSIONAL FUND ADVISORS LP
9.3%
BlackRock Finance, Inc.
8.4%
RENAISSANCE TECHNOLOGIES LLC
7%
AMERIPRISE FINANCIAL INC
6.8%
Global Alpha Capital Management Ltd.
6.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
9.3%
|
$45,035,000
1,437,907 shares
|
— | 31 Dec 2020 |
| BlackRock Finance, Inc. |
13F
Company
|
8.4%
|
$40,853,000
1,304,339 shares
|
— | 31 Dec 2020 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
7%
|
$34,183,000
1,091,400 shares
|
— | 31 Dec 2020 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
6.8%
|
$32,929,000
1,050,533 shares
|
— | 31 Dec 2020 |
| Global Alpha Capital Management Ltd. |
13F
Company
|
6.5%
|
$31,661,000
1,010,898 shares
|
— | 31 Dec 2020 |
| VANGUARD GROUP INC |
13F
Company
|
5.8%
|
$28,363,000
905,599 shares
|
— | 31 Dec 2020 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
131
Shares
13,519,836
Rows available
131
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2021 vs Q4 2020 Across Filers
Q4 2020 holders
126
Q1 2021 holders
131
Holder diff
5
| Investor | Q4 2020 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q4 2020 value | Q1 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend